CWM
SF

Cornerstone Wealth Management’s Stifel SF Stock Holding History

Cornerstone Wealth Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-203,256
Closed -$1.72M – 1516
2018
Q2 		$1.72M Buy
+203,256
New +$5.29M 0.02% 587
2018
Q1 		– Sell
-8,208
Closed -$236K – 421
2017
Q4 		$236K Buy
+8,208
New +$201K 0.04% 350

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Cornerstone Wealth Management's SF Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Stifel (SF) in Q3 2018, closing a stake of 203,256 shares — an estimated $1.72M sold.

Cornerstone Wealth Management first reported a position in SF in Q4 2017 and held it in 2 quarters. The position peaked at $1.72M in Q2 2018. 270 funds tracked by Wall St. Rank hold SF as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Stifel position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 203,256 Stifel shares in Q3 2018, an estimated $1.72M.
  • Cornerstone Wealth Management first reported a position in Stifel in Q4 2017 and held it in 2 quarters.
  • Cornerstone Wealth Management's Stifel position peaked at $1.72M in Q2 2018.
  • 270 funds tracked by Wall St. Rank held Stifel as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.